Original filing (PDF)20250612150902NAL0017097729002

PLUMBERS UNION LOCAL NO. 12 ANNUIT

Name: PLUMBERS UNION LOCAL NO. 12 ANNUIT — PLUMBERS UNION LOCAL NO 12 ANNUITY PLAN, Form 5500 (2023)
Creator: PLUMBERS UNION LOCAL NO. 12 ANNUIT

Form 5500

FILING_RECEIVED

PLUMBERS UNION LOCAL NO 12 ANNUITY PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed11 service providers

Active participants

2,607

Accounts w/ balance

2,341

Plan assets (EOY)

$302.8M

Net assets (EOY)

$302.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS UNION LOCAL NO. 12 ANNUIT.

Plan sponsor

Name

PLUMBERS UNION LOCAL NO. 12 ANNUIT

EIN

04-2621293

Address

1230 MASSACHUSETTS AVENUE · BOSTON, MA · 021251608

Phone

(617) 288-5400

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-12

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MANZI & ASSOCIATES L.L.C

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	—	BOSTON, MA	NONE	$588K	—
MANZI & ASSOCIATES, LLC	04-3508036	—	NONE	$31K	—
ROBERT CHEVERIE	06-1335139	—	NONE	$29K	—
EMPLOYEE D	04-1149051	—	EMPLOYEE	$24K	—
BRIDGEWAY BENEFIT TECHNOLOGIES	—	MAPLE SHADE, NJ	NONE	$20K	—
EMPLOYEE E	04-1149051

Investments

1 pooled fund· $44.8M(15% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.